In a constantly evolving financial services landscape – where a sea of financial guidance and options are a click away – advisors are faced with the challenge of demonstrating their value to clients in a manner that goes beyond product and performance. By making relationship- building a regular part of your business model, you can solidify your commitment to your clients and differentiate yourself from other advisors.
There are actionable and timely opportunities throughout the year that make it easy to reach out and create lasting, productive client relationships – even during the unprecedented times of COVID-19.
PR ACTICE MANAGEMENT | FOR YOUR BUSINESS
2022 Client Outreach Opportunities
Maximize relationships. Increase engagement.
The 2022 Client Outreach Calendar now includes event menus created by New York Life Investments to help you plan your next client event.
Financial Education Health & Fitness Mixology & Tastings Sports
ESG
Client Appreciation
Seasonal & Holiday
Charity/Philantrophy
Sunday Monday Tuesday Wednesday Thursday Friday Saturday PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER
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2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
Client Outreach Opportunities
January
2022
30 31
Rose Bowl College Regular Decision Application Deadline
World Day of Peace Global Family Day
Trivia Day
Law Enforcement
Appreciation Day Cut Your Energy Costs Day
Month
National Mentoring Month
Financial Wellness Month
Thank You Month
Week
1st-7th New Years Resolution Week 9th-15th Universal Letter Writing Week
31st-Feb 4th Tax Identity Theft Awareness Week
Pharmacists’ Day National Bagel Day
Martin Luther King Jr.
Day Cheese Lovers Day World
Snowboard Day
Spouse Day National
Compliment Day
FinancialEducation Health &
Fitness Mixology &
Tastings
Sports
ESG
Client Appreciation Seasonal
& Holiday Charity/
Philanthropy
Miscellaneous
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28
PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER
Client Outreach Opportunities
February
2022
National Boy Scouts Day
Month
Senior Independence Month
Time Management Month
International Friendship Month
Black History Month
Week
1st-6th International Networking Week 7th-15th National Marriage Week
Presidents' Day
Random Acts of
Kindness Day National Drink Wine Day Autism Sunday
Super Bowl World Marriage Day
Love Your Pet Day
Valentine's Day Daytona 500
Inventors' Day National Women
Physicians' Day World Cancer Day World Nutella Day
World Bartenders Day National
Freedom Day Chinese New Year
Ground Hog Day National Signing Day (High School Athletes for college)
Financial Education Health &
Fitness Mixology &
Tastings
Sports
ESG
Client Appreciation Seasonal
& Holiday Charity/
Philanthropy
Miscellaneous
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER
Client Outreach Opportunities
March
2022
Academy Awards
Month
Credit Education Month Women's History Month National Investors' Month
American Red Cross Month
Week
6th-12th Teen Tech Week 6th-12th Girl Scout Week
13th-April 4th
March Madness St. Patrick's Day
First Day of Spring
Common Courtesy Day
World Poetry DayDoctors' Day Take a Walk in the Park Day
National Mom & Pop Business Owners’ Day Dentists' Day
Read Across
America Day World Wildlife Day
National Day of Unplugging Employee Appreciation Day
World Water Day International
Women's Day 10th-13th Players
Championship (Golf)
Financial Education Health &
Fitness Mixology &
Tastings
Sports
ESG
Client Appreciation Seasonal
& Holiday Charity/
Philanthropy
Miscellaneous
Mardi Gras
National Pancake Day
MLB Opening Day
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
25 26 27 28 29 30
24
PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER
Client Outreach Opportunities
April
2022
Financial Education Health &
Fitness Mixology &
Tastings
Sports
ESG
Client Appreciation Seasonal
& Holiday Charity/
Philanthropy
Miscellaneous
Month
Keep America Beautiful Month
Financial Literacy Month
International Customer Loyalty Month
Humor Month
Week
5th-10th Explore Career Options Week
5th-11th National Student Employment Week 17th-23rd Volunteer Week
Tax Day
Get to Know Your Customer Day National Student-
Athlete Day
7th-10th Masters World Health Day
National Beer Day Zoo Lovers Day College Basketball
National Championship
Golfers' Day Sibling Day
April Fool's Day
Adopt a Shelter Pet Day National
Prime Rib Day Tell a Story Day Administrative Professionals' Day
Earth Day
Patriots Day Volunteer
Recognition Day
NBA Playoffs Start
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
2
1 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER
Client Outreach Opportunities
May
2022
Month
Military Appreciation Month
Barbeque Month Family Wellness Month
National Teen Self-Esteem Month
Week
1st-7th Pet Week 2nd-6th Teacher Appreciation Week 8th-14th Women's Health Week
Loyalty Day
Kentucky Derby Join Hands Day Cinco de Mayo
Star Wars Day
Nurses' Day
Military Spouses' Day Childcare
Provider Day
Mother's Day
Stamp Out Hunger Food Drive Day World Cocktail Day
19th-22nd PGA Championship
National Endangered Species Day
National Pizza Party Day
Preakness Stakes Armed Forces Day
World Whisky DayInternational Tea Day
Memorial Day
FinancialEducation Health &
Fitness Mixology &
Tastings
Sports
ESG
Client Appreciation Seasonal
& Holiday Charity/
Philanthropy
Miscellaneous
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30
PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER
Client Outreach Opportunities
June
2022
Month
Camping Month
Homeownership Month
Safety Month
Alzheimer's & Brain Awareness Month
Pride MonthWeek
5th-11th Business Etiquette Week 4th-10th Fishing &
Boating Week 13th-19th Men's Health Week
National Donut Day
Belmont Stakes World
Environment Day May 16th-June 5th French Open
Global Day of Parents Running Day NBA Finals Game 1
World Oceans Day
NationalBest Friends Day
Juneteenth
Father's Day First Day of Summer
World Handshake Day Flag Day
U.S. Army Birthday World Blood
Donor Day Worldwide Day
of Giving 13th-19th
U.S. Open (Golf)
International Sushi Day Go Fishing Day
Insurance Awareness Day
FinancialEducation Health &
Fitness Mixology &
Tastings
Sports
ESG
Client Appreciation Seasonal
& Holiday Charity/
Philanthropy
Miscellaneous
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER
Client Outreach Opportunities
July
2022
31 Culinarians’ Day
Hire a Veteran Day National Wine and Cheese Day
MLB Home Run Derby
National Moon Landing DayIndependence Day
International Plastic
Bag Free Day Chocolate Day
Bastille Day Give Something Away Day
World Listening Day Cheer up the Lonely Day June 27th-July 10th
Wimbledon
Intern Day Scotch Day
Aunt & Uncle Day National Parents' Day
Month
National Ice Cream Month
Family Golf Month Culinary Arts Month Sandwich Generation Month
Week
17th-23rd National Parenting Gifted Children Week 17th-23rd Independent Retailers Week
Financial Education Health &
Fitness Mixology &
Tastings
Sports
ESG
Client Appreciation Seasonal
& Holiday Charity/
Philanthropy
Miscellaneous
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER
Client Outreach Opportunities
August
2022
Month
Back to School Month What Will be Your Legacy Month Happiness Happens Month
Family Fun Month
International
Cat Day National
Women's Day International
Youth Day
International Homeless Animals Day
Nonprofit Day
Women's Equality Day
Love Litigating Lawyers Day National Red
Wine Day Aug 29th-Sept 11th US Open (Tennis)
Tell a Joke Day Purple Heart Day
International Beer Day Coast Guard Day
Single Working Women's Day Regatta Day
Twins' Day
Bowling Day
Week
1st-6th Simplify Your Life Week
7th-13th Exercise with Your Child Week 25th-31st National Be Kind to Humankind Week Financial
Education Health &
Fitness Mixology &
Tastings
Sports
ESG
Client Appreciation Seasonal
& Holiday Charity/
Philanthropy
Miscellaneous
NFL Season Kickoff
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER
Client Outreach Opportunities
September
2022
Week
11th-17th Assisted Living Week
20th-25th Build a Better Image Week
Month
California Wine Month
Disaster Preparedness Month
Healthy Aging Month Intergeneration Month Nutrition Month
National Gymnastics Day
U.S. Air Force Day
Working Parents' Day
First Day of Fall American Business Women's Day
Family Health &
Fitness Day National Hunting &
Fishing Day International
Day of Charity Labor Day International
Literacy Day National 401(k) Day World Suicide
Prevention Day
Ask a Stupid Question Day
FinancialEducation Health &
Fitness Mixology &
Tastings
Sports
ESG
Client Appreciation Seasonal
& Holiday Charity/
Philanthropy
Miscellaneous
Programmers' Day
Patriot Day
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
24 25 26 28 29
23 27
PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER
Client Outreach Opportunities
October
2022
National Golf Lovers Day Sept 17th-Oct 3rd
Oktoberfest World Teachers' Day
Cheese Day
International Coffee Day
Checklist Day Halloween
World Homeless Day Columbus Day
U.S. Navy Day Take Your Parents
to Lunch Day
Boss' Day
National Liqueur Day
National First Responders' Day International
Artists' Day
World Series To be determined
United Nations Day
Week
3rd-7th
Customer Service Week 9th-15th
Food Bank Week 16th-22nd National Retirement Security Week
Month
Financial Planning Month Breast Cancer
Awareness Month Country Music Month Global Diversity Awareness Month Emotional Awareness Month
30 31
Financial Education Health &
Fitness Mixology &
Tastings
Sports
ESG
Client Appreciation Seasonal
& Holiday Charity/
Philanthropy
Miscellaneous
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
28 29 30
27
PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER
Client Outreach Opportunities
November
2022
Financial Education Health &
Fitness Mixology &
Tastings
Sports
ESG
Client Appreciation Seasonal
& Holiday Charity/
Philanthropy
Miscellaneous
Month
Adoption Month
Family Caregivers MonthPTA Healthy Lifestyles Month
Military Family Month
Take a Hike Day World Peace Day
Children's Day
National Philanthropy Day
U.S. Marine Corps Day
International Accounting Day Young Readers Day
Cappuccino Day Veterans Day
World Kindness Day
Healthy Eating Day Early Decision College
App Deadline
NYC Maration
Thanksgiving National
Espresso Day
National Day of Giving/Giving Tuesday
Black Friday Small Business Saturday
Week
14th-20th American Education Week 12th-19th
Entrepreneurship Week 13th-19th International Fraud Awareness Week 14th-20th Global Entrepreneurship Week
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
26 27 28 29 30 31
25
PLEASE CLICK ON ANY OF THE HOLIDAYS TO OPEN UP THE CORRESPONDING EVENT FLYER
Client Outreach Opportunities
December
2022
Financial Education Health &
Fitness Mixology &
Tastings
Sports
ESG
Client Appreciation Seasonal
& Holiday Charity/
Philanthropy
Miscellaneous
Month
Stress Free Family Holiday Month
Write a Business Plan Month
Write a Friend Month
Human Rights Month
National Tie MonthWeek
5th-11th Computer Science Education Week 5th-9th Older Driver Safety Awareness Week
International Day of People with Disabilities
Repeal of Prohibition Day
UNICEF Day U.S. National
Guard Day
Bake Cookies Day Winter Solstice
Thank You Note Day Card Playing Day National Bacon Day New Year's Eve
Pearl Harbor Day
International CivilAviation Day
